HI
Hudock Inc Portfolio holdings
AUM
$622M
This Quarter Return
+1.47%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$536M
AUM Growth
+$536M
(+18%)
Cap. Flow
+$81.4M
Cap. Flow
% of AUM
15.19%
Top 10 Holdings %
Top 10 Hldgs %
54.74%
Holding
170
New
31
Increased
77
Reduced
39
Closed
4
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$17.3M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$16.1M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$13.6M |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$4.69M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$4.66M |
Top Sells
| 1 |
iShares US Healthcare ETF
IYH
|
$1M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$444K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$234K |
| 4 |
M&T Bank
MTB
|
$217K |
| 5 |
iShares US Medical Devices ETF
IHI
|
$215K |
Sector Composition
| 1 | Financials | 5.45% |
| 2 | Technology | 4.55% |
| 3 | Healthcare | 2.5% |
| 4 | Industrials | 1.71% |
| 5 | Energy | 1.34% |
